Tag Archives: Outlook

CRM 4.0 Outlook Client Mail Merge (mis)behaves like Web Client merge

I use the Outlook client in the mail merge function to generate quotes as you may have noticed in earlier blog posts. Every now and again, I run into a problem where the mail merge acts as if it was not invoked from within Outlook but acts more like you had invoked the mail merge from the Web client. Continue reading

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Improve CRM 4.0 user productivity with Outlook favorites

One of my favorite productivity tips is to use Microsoft Outlook favorites folders in the mail panel to make it easier to access all the different functions you use in Dynamics CRM. Continue reading

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CRM 4.0 E-Mail Router manual forwarding Rule Setup in Outlook.

If you use the CRM 4.0 e-mail router with the forwarding mailbox, you have to deploy forwarding rules to the mailbox of every CRM user. While the rule deployment wizard that comes with the e-mail router is great for on premise exchange environments, sometimes you have to set up a manual forwarding rule. Specifically, you need to create a mailbox rule that will forward all of the e-mail that you want processed by CRM as an attachment to the CRM mailbox. Here’s how a user can do this from within Outlook. Continue reading

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CRM 4.0 Outlook Client & Quickbooks Time Tracker for Outlook Conflict

If you have been having problems with CRM 4.0 Mail merge giving you the following error and you are using Quickbooks Time Tracker, try disabling the Time Tracker add in for Outlook and see if it solves your problem. To … Continue reading

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Using Outlook Favorites for fast access to CRM (video demo)

In my top 10 blog for CRM improvements, one of the tips is to use the Outlook shortcuts to get to all of your CRM folders quickly.  Here’s a quick video demo that shows you how to do it.

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CRM 4.0 Outlook Client crashes during sync with Outlook

As a part of our conversion to CRM 4.0 over the last few days, we had a problem with the Outlook client for CRM crashing every 10-15 minutes. Turns out the problem involves the birthday field: reportedly if the birthdate … Continue reading

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The Forgetful Road Warrior and CRM 4.0 off-line client for Outlook.

The CRM 4.0 off-line client for Outlook has a some new options that make it even better for the business traveler. CRM 4.0 now allows you to automatically keep your off-line database in sync so you don’t have to remember … Continue reading

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Customizing Your Outlook Desktop for CRM

One of the most important things you can do to improve your Microsoft CRM productivity is to customize your Outlook desktop. It takes only a minute to do and will turbocharge your CRM productivity. Continue reading

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